Morningstar

State Street® Loomis Sayles Opportunistic Bond ETF OBND

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis OBND

Will OBND outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OBND’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OBND management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OBND’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Stt Strt® Loomis Sayles Oppc ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings OBND

More OBND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ultra 10 Year US Treasury Note Future Dec 26

12.26 5M
Government

State Street Instl US Govt MMkt Premier

5.71 2M
Cash and Equivalents

Us Ultra Bond Cbt Dec26 Xcbt 20261221

4.22 2M
Government

State Street® Blackstone Senior Loan ETF

3.24 1M
—

B27399931 Cds Eur R V 03mevent 4273999317_pro Ccpitraxx

1.51 560,400
Derivative

Nuveen Floating Rate Income Fund

1.20 444,095
—

Ardonagh Midco 3 Plc 2024 Usd Term Loan B

1.19 440,498
Corporate

Columbus Mckinnon Corporation 2026 Repriced Term Loan B

1.00 371,615
Corporate

Waymo Llc Unitranche Term Loan

0.92 340,810
Corporate

Petsmart Inc 2025 Usd Term Loan B

0.91 337,151
Corporate

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